HI
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Harbour Investments’s Open Text OTEX Stock Holding History

Harbour Investments’s Portfolio OTEX Stock Details OTEX Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2021
Q4 		– Sell
-483
Closed -$24K – 3375
2021
Q3 		$24K Sell
483
-574
-54% -$29.9K ﹤0.01% 2199
2021
Q2 		$54K Sell
1,057
-210
-17% -$10.2K ﹤0.01% 1774
2021
Q1 		$60K Buy
+1,267
New +$59.3K ﹤0.01% 1585

Other funds holding OTEX

JFL
Jarislowsky, Fraser Ltd Montreal, Quebec, Canada $18.2B AUM 22.04% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return
Mackenzie Financial
Mackenzie Financial Toronto Ontario, Ontario, Canada $100B AUM 36.93% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
BGC
Beutel, Goodman & Co Toronto, Ontario, Canada $13.6B AUM 17.82% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Harris Associates
Harris Associates Chicago, Illinois $75.4B AUM 14.46% 1-Year Est. Return
Bank of Montreal
Bank of Montreal Toronto, Ontario, Canada $304B AUM 35.64% 1-Year Est. Return
American Century Companies
American Century Companies Kansas City, Missouri $226B AUM 44.75% 1-Year Est. Return
Fiera Capital (Canada)
Fiera Capital (Canada) Montreal, Quebec, Canada $27.6B AUM 23.56% 1-Year Est. Return

Harbour Investments's OTEX Position: Q4 2021 in Review

Harbour Investments sold out of Open Text (OTEX) in Q4 2021, closing a stake of 483 shares — an estimated $24K sold.

Harbour Investments first reported a position in OTEX in Q1 2021 and held it in 3 quarters. The position peaked at $60K in Q1 2021. 293 funds tracked by Wall St. Rank hold OTEX as of Q4 2021.

  • Harbour Investments reported no remaining Open Text position as of Q4 2021 after selling out during the quarter.
  • Harbour Investments sold 483 Open Text shares in Q4 2021, an estimated $24K.
  • Harbour Investments first reported a position in Open Text in Q1 2021 and held it in 3 quarters.
  • Harbour Investments's Open Text position peaked at $60K in Q1 2021.
  • 293 funds tracked by Wall St. Rank held Open Text as of Q4 2021.

Based on Harbour Investments's 13F filing for Q4 2021, filed 16 Feb 2022.